Avidbank Holdings, Inc.
AVBH- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001443575
In the last 90 days, Avidbank Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 91 institutions reported holding it in 13F filings for Q2 2026, worth $294.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Avidbank Holdings, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 88
- +25 vs. Q4 2025
- Shares held
- 8.40M
- +645.9K (+8.3%) vs. Q4 2025
- Total value
- $237.8M
- +$31.7M (+15.4%) vs. Q4 2025
- New holders
- 34
- 23 more added
- Sold out
- 9
- 22 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVBH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $294.3M |
| Q1 2026 | 88 | $237.8M |
| Q4 2025 | 64 | $211.9M |
| Q3 2025 | 44 | $202.1M |
| Q2 2025 | 1 | $13.7M |
| Q1 2025 | 1 | $16.6M |
| Q4 2024 | 1 | $15.7M |
| Q3 2024 | 1 | $13.9M |
| Q2 2024 | 2 | $14.2M |
| Q1 2024 | 2 | $15.1M |
| Q4 2023 | 2 | $16.5M |
| Q3 2023 | 3 | $17.9M |
| Q2 2023 | 3 | $15.8M |
| Q1 2023 | 3 | $14.1M |
| Q4 2022 | 3 | $15.5M |
| Q3 2022 | 3 | $16.3M |
| Q2 2022 | 3 | $14.6M |
| Q1 2022 | 2 | $13.9M |
| Q4 2021 | 2 | $13.4M |
| Q3 2021 | 2 | $12.5M |
| Q2 2021 | 2 | $13.4M |
| Q1 2021 | 2 | $14.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Avidbank Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,050,918 | $30.0M | 7.71% | 00.0% | Unchanged |
| Fourthstone LLC | 1,046,582 | $29.8M | 5.06% | −44,437−4.1% | Reduced |
| Alliancebernstein L.P. | 888,281 | $23.6M | 0.01% | +15,054+1.7% | Added |
| Endeavour Capital Advisors Inc | 708,491 | $20.2M | 4.58% | +10,605+1.5% | Added |
| Banc Funds Co LLC | 665,100 | $19.0M | 3.53% | +68,670+11.5% | Added |
| Adage Capital Partners GP, L.L.C. | 452,035 | $12.9M | 0.02% | +231,720+105.2% | Added |
| Manufacturers Life Insurance Company, The | 421,584 | $12.0M | 0.01% | −3,108−0.7% | Reduced |
| Vanguard Capital Management LLC | 339,317 | $9.67M | 0.00% | +339,317 | New |
| Wellington Management Group LLP | 326,717 | $9.31M | 0.00% | −15,354−4.5% | Reduced |
| BlackRock, Inc. | 222,596 | $6.34M | 0.00% | +13,704+6.6% | Added |
| Mendon Capital Advisors Corp | 219,678 | $6.26M | 2.43% | −14,875−6.3% | Reduced |
| RMB Capital Management, LLC | 200,001 | $5.70M | 0.10% | −14,874−6.9% | Reduced |
| First Eagle Investment Management, LLC | 197,340 | $5.62M | 0.01% | +43,840+28.6% | Added |
| Maltese Capital Management LLC | 176,200 | $5.02M | 0.99% | −128,800−42.2% | Reduced |
| North Reef Capital Management LP | 123,022 | $3.51M | 0.12% | −649−0.5% | Reduced |
| Geode Capital Management, LLC | 121,648 | $3.47M | 0.00% | +4,431+3.8% | Added |
| Franklin Resources Inc | 119,242 | $3.40M | 0.00% | −6,200−4.9% | Reduced |
| EJF Capital LLC | 113,529 | $3.24M | 2.28% | −2,850−2.4% | Reduced |
| Jacobs Asset Management, LLC | 88,885 | $2.53M | 1.52% | −46,115−34.2% | Reduced |
| Morgan Stanley | 77,511 | $2.21M | 0.00% | +56,084+261.7% | Added |
| State Street Corp | 69,504 | $1.98M | 0.00% | +45,360+187.9% | Added |
| Qube Research & Technologies Ltd | 69,360 | $1.98M | 0.00% | +54,521+367.4% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 61,551 | $1.75M | 1.35% | +41,551+207.8% | Added |
| Miracle Mile Advisors, LLC | 54,200 | $1.54M | 0.02% | −11,000−16.9% | Reduced |
| American Century Companies Inc | 52,941 | $1.51M | 0.00% | +52,941 | New |
| Two Sigma Investments, LP | 52,046 | $1.48M | 0.00% | −21,248−29.0% | Reduced |
| Vanguard Fiduciary Trust Co | 48,345 | $1.38M | 0.00% | +48,345 | New |
| Citadel Advisors LLC | 36,626 | $1.04M | 0.00% | −22,946−38.5% | Reduced |
| Colony Group, LLC | 36,389 | $1.04M | 0.00% | +27+0.1% | Added |
| Northern Trust Corp | 29,639 | $844.7K | 0.00% | +2,483+9.1% | Added |
| Millennium Management LLC | 25,157 | $717.0K | 0.00% | −319−1.3% | Reduced |
| Prudential Financial Inc | 21,330 | $607.9K | 0.00% | +21,330 | New |
| HSBC Holdings PLC | 18,395 | $526.8K | 0.00% | +18,395 | New |
| Vanguard Portfolio Management LLC | 17,011 | $484.8K | 0.00% | +17,011 | New |
| Trexquant Investment LP | 16,940 | $482.8K | 0.00% | +16,940 | New |
| State of Wisconsin Investment Board | 16,079 | $458.3K | 0.00% | +16,079 | New |
| Goldman Sachs Group Inc | 14,379 | $409.8K | 0.00% | +14,379 | New |
| UBS Group AG | 13,346 | $380.4K | 0.00% | −14,748−52.5% | Reduced |
| Barclays PLC | 12,989 | $370.2K | 0.00% | +8,366+181.0% | Added |
| Bridgeway Capital Management, LLC | 12,500 | $356.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,449 | $354.8K | 0.00% | +50.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,600 | $302.1K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,351 | $295.0K | 0.00% | +10,351 | New |
| Ghisallo Capital Management LLC | 10,000 | $285.0K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 9,924 | $282.8K | 0.04% | +9,924 | New |
| Charles Schwab Investment Management Inc | 9,546 | $272.1K | 0.00% | −1,154−10.8% | Reduced |
| Occudo Quantitative Strategies LP | 8,760 | $259.6K | 0.01% | +8,760 | New |
| Acadian Asset Management LLC | 9,151 | $259.0K | 0.00% | −10,840−54.2% | Reduced |
| ELCO Management Co., LLC | 8,591 | $244.8K | 0.12% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,525 | $243.0K | 0.00% | +7,802+1,079.1% | Added |
| BetterWealth, LLC | 8,484 | $241.8K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,838 | $223.4K | 0.00% | +7,838 | New |
| Bank of America Corp | 7,551 | $215.2K | 0.00% | +5,730+314.7% | Added |
| Bank of New York Mellon Corp | 7,250 | $206.6K | 0.00% | +7,250 | New |
| Point72 Asset Management, L.P. | 7,230 | $206.1K | 0.00% | +7,230 | New |
| Cerity Partners LLC | 7,119 | $202.9K | 0.00% | −1,781−20.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,500 | $156.8K | 0.06% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,489 | $70.9K | 0.00% | +2,489 | New |
| Rhumbline Advisers | 2,454 | $69.9K | 0.00% | +339+16.0% | Added |
| Deutsche Bank AG | 2,272 | $64.8K | 0.00% | +2,272 | New |
| Citigroup Inc | 2,173 | $61.9K | 0.00% | +2,106+3,143.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,382 | $39.4K | 0.00% | +34+2.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,322 | $37.7K | 0.00% | +1,322 | New |
| JPMorgan Chase & Co | 1,182 | $33.0K | 0.00% | +20+1.7% | Added |
| Wells Fargo & Company | 1,094 | $31.2K | 0.00% | −2,158−66.4% | Reduced |
| New York State Common Retirement Fund | 1,000 | $28.5K | 0.00% | +1,000 | New |
| CWM, LLC | 615 | $17.5K | 0.00% | +615 | New |
| Tower Research Capital LLC (TRC) | 524 | $14.9K | 0.00% | +220+72.4% | Added |
| Russell Investments Group, Ltd. | 368 | $10.5K | 0.00% | +138+60.0% | Added |
| Legal & General Group Plc | 250 | $7.13K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 236 | $6.73K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 157 | $4.47K | 0.00% | −20−11.3% | Reduced |
| Sterling Capital Management LLC | 87 | $2.48K | 0.00% | −65−42.8% | Reduced |
| UBS Asset Management Americas Inc | 55 | $1.57K | 0.00% | +55 | New |
| FMR LLC | 41 | $1.17K | 0.00% | +41 | New |
| Royal Bank of Canada | 25 | $1.00K | 0.00% | −129−83.8% | Reduced |
| MAI Capital Management | 33 | $941 | 0.00% | +33 | New |
| EverSource Wealth Advisors, LLC | 23 | $657 | 0.00% | +23 | New |
| Allworth Financial LP | 22 | $627 | 0.00% | +22 | New |
| Rothschild Investment LLC | 20 | $570 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 15 | $442 | 0.00% | +15 | New |
| Root Financial Partners, LLC | 15 | $428 | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 8 | $228 | 0.00% | +8 | New |
| Basecamp Wealth Advisors LLC | 8 | $228 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 4 | $114 | 0.00% | +4 | New |
| Essential Partners LLC | 3 | $86 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 1 | $29 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $29 | 0.00% | +1 | New |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −96,674−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −39,293−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −26,138−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −14,033−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,623−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |